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Input File Information

Use this information as a guide in creating an input file that you can upload to Costpoint using the Import Work Assignments screen.

Input File Excel Template

Go to the Developer Resources page of the Costpoint Information Center to download the Excel template file specifically designed for this preprocessor. Templates for other Costpoint preprocessors are also available at the same location.

Input File Layout

The first row in every file is reserved for column headings. The program does not read the first row.

Note: If your import files were created as .csv files out of SQL and have an encode type of UTF-8-BOM, you must change the input file encode type to UTF-8 so that Costpoint will recognize the file contents and proceed with the validation and import processes.
Note: The input file layout may contain fields that are available only in Costpoint Advanced. If you are using Costpoint Essentials, these fields are excluded from the import process and may be left blank or null when you create the input file.

WA_HDR.CSV: Manage Work Assignments

Column No Column Name Field Name Data Type Data Length Required / Optional / Derived Required In Input File (I) or Default Project (D) Contents
1 WA_ID Work Assignment ID Varchar 30 R, D I
2 DFLT_WA_ID Default Work Assignment ID Varchar 30 O
3 WA_DESC Work Assignment Description Varchar 30 R I, D
4 S_WA_TYPE Work Assignment Type Varchar 1 R I, D A, B
5 APPRVL_STATUS Work Assignment Status Varchar 1 O Pending, Approved, Closed, Rejected, Hold
6 APPRVL_CD Work Assignment Approval Code Varchar 6 O From the Manage Work Assignment Approval Codes screen
7 PO_ID PO Number Varchar 10 R I, D
8 PO_RLSE_NO PO Release Number Number 5, 0 R I, D
9 TRN_CRNCY_DT Exchange Rate Date Date 10 O, D
10 TRN_TO_EUR_RT Exchange Rate Number 28, 15 O, D From the rate tables
11 FUNC_TO_EUR_RT Exchange Rate Number 28, 15 O, D From the rate tables
12 TRN_FREEZE_RT_FL Transaction Freeze Rate Flag (Y/N) Varchar 1 O, D Y, N
13 TRN_TO_EUR_RT_FL Transaction Currency To Euro Rate Flag (Y/N) Varchar 1 O, D Y, N
14 CUST_ID Customer Varchar 12 O, D
15 START_DT Start Date Date 10 O
16 END_DT End Date Date 10 O
17 HDR_TXT Notes CLOB O
18 UNAUTH_CHG_FL Allow Unauthorized Charges Varchar 1 R, D I, D Y, N
19 CHG_TXT_FL Require Charge Comments Varchar 1 R, D I, D Y, N
20 OT_CHG_FL Allow Overtime Varchar 1 R, D I, D Y, N
21 CHG_APPRVL_FL Require Subcontractor Approval on Charges Varchar 1 R, D I, D Y, N
22 AMT_CHG_FL Allow Charges Over Work Assignment Amount Flag (Y/N) Varchar 1 R, D I, D Y, N
23 ENTRY_HRS_FL Allow Hours Over Charge Line/Vendor Employee Hours Flag (Y/N) Varchar 1 R, D I, D None, Warning, Error
24 POP_CHG_FL Allow Charges Outside Work Assignment Period of Performance Flag (Y/N) Varchar 1 R, D I, D Y, N
25 CHK_SEC_FL Resource Security Validation Varchar 1 R, D I, D None, Warning, Error
26 US_CITIZEN_FL Citizenship Flag Varchar 1 O, D Y, N
27 ITAR_AUTO_REQD ITAR Required Varchar 1 O, D Y, N
28 SEC_CLR_CD Security Clearance Code Varchar 6 O, D
29 AGENCY_NAME Issuing Agency Name Varchar 30 O, D
30 REJ_REASON Rejection Reason CLOB O
31 UNALLW_VE_ACCT_ID Unallowable Vendor Employee Labor Account Varchar 15 O, D
32 UNALLW_EXP_ACCT_ID Unallowable Expense Account Varchar 15 O, D
33 ALLOW_EXCD_POLN_FL Allow Charge line to exceed PO Line value Varchar 1 R, D I, D Y, N
34 INCL_SYSCLSD_PO_FL Include System Closed PO Lines Varchar 1 R, D I, D Y, N
35 TE_POP_CHG_FL Allow Charges Outside Work Assignment PoP in T&E Varchar 1 R, D I, D Y, N
36 ENTRY_HRS_OVR_UNALLW_FL Allow Hours Over Charge Line/Vendor Employee Hours to go to Unallowable Account Flag (Y/N) Varchar 1 R, D I, D Y, N
37 AMT_CHG_OVR_UNALLW_FL Allow Charges Over Work Assignment Amount to go to Unallowable Account Flag (Y/N) Varchar 1 R, D I, D Y, N
38 POP_CHG_OVR_UNALLW_FL Allow Charges Outside Work Assignment Period of Performance to go to Unallowable Account Flag (Y/N) Varchar 1 R, D I, D Y, N
39 IWA_PROJ_ID_TO Intracompany Payable Project Varchar 30 O Company A (Contracting Company)
40 IWA_ACCT_ID_TO Intracompany Payable Account Varchar 15 O Company A (Contracting Company)
41 IWA_ORG_ID_TO Intracompany Payable Organization Varchar 20 O Company A (Contracting Company)
42 CNTRCT_EMAIL_ID Contracting Contact Email Varchar 100 O Company A (Contracting Company)

WA_CHG_LN.CSV: Manage Work Assignments - Charges subtask

Column No Column Name Field Name Data Type Data Length Required / Optional / Derived Required In Input File (I) or Default Project (D) Contents
1 WA_ID Work Assignment ID Varchar 30 R, D I
2 DFLT_WA_ID Default Work Assignment ID Varchar 30 O
3 LN_NO Line Number Number 10, 0 R I, D
4 PO_LN_NO PO Line Number Number 10, 0 R I, D
5 PO_LN_DESC Description Varchar 120 O, D I, D
6 PROJ_ID Project Varchar 30 O, D
7 ACCT_ID Account Varchar 15 O, D
8 ORG_ID Organization Varchar 20 O, D
9 REF_STRUC_1_ID Reference Number Varchar 20 O, D
10 REF_STRUC_2_ID Reference Number Varchar 20 O, D
11 GENL_LAB_CAT_CD GLC Varchar 6 O, D
12 BILL_LAB_CAT_CD PLC Varchar 6 O, D
13 START_DT Start Date Date 10 O
14 END_DT End Date Date 10 O
15 TRN_LAB_RT_AMT Transaction Rate Number 19, 4 O, D
16 HRS Hours Number 22, 8 O, D
17 S_TAXABLE_CD Taxability Varchar 1 O Y, N
18 SALES_TAX_CD Tax/VAT Code Varchar 6 O
19 TRN_SALES_TAX_AMT Transaction Sales Tax Amount Number 17, 2 O, D
20 TRN_AMT Transaction Amount before Discount Number 17, 2 R I, D
21 TC_WA_FL Export Work Assignment Charges Varchar 1 R I, D Y, N
22 APPRVL_STATUS Approval Status Varchar 1 O
23 US_CITIZEN_FL Citizenship Flag Varchar 1 O Y, N
24 ITAR_AUTO_REQD ITAR Required Varchar 1 O Y, N
25 SEC_CLR_CD Security Clearance Code Varchar 6 O
26 AGENCY_NAME Issuing Agency Name Varchar 30 O
27 REJ_REASON Rejection Reason CLOB O
28 ITEM_ID Item Varchar 50 R I, D
29 ITEM_RVSN_ID Item Revision Varchar 10 R I, D
30 MISC_LN_CHG_TYPE Misc Type Varchar 6 O
31 UNALLW_VE_ACCT_ID Unallowable Vendor Employee Labor Account Varchar 15 O
32 UNALLW_EXP_ACCT_ID Unallowable Expense Account Varchar 15 O
33 TRN_LN_CHG_CST_AMT Trans PO Line Charge Amount Number 17, 2 O
34 TRN_DISC_AMT Trans Discount Amount Number 17, 2 O
35 TRN_AFT_DISC_AMT Trans Amount after Discount Number 17, 2 O
36 TRN_TOT_CHG_AMT Trans Total Charge Line Amt Number 17, 2 O
37 TRN_LN_CHG_TAX_AMT Trans PO Line Charge Sales/VAT Tax Amt Number 17, 2 O
38 TRN_TOT_TAX_AMT Trans Total Sales/VAT Tax Amt Number 17, 2 O
39 DISC_PCT_RT Discount Rate Number 5, 4 O

WA_CHG_LN_RESOURCE.CSV: Manage Work Assignments - Vendor Employees subtask of the Charges subtask

Note: This is only applicable for Subcontractor Agreement work assignments.
Column No Column Name Field Name Data Type Data Length Required / Optional / Derived Required In Input File (I) or Default Project (D) Contents
1 WA_ID Work Assignment ID Varchar 30 R, D I
2 DFLT_WA_ID Default Work Assignment ID Varchar 30 O
3 LN_NO Line Number Number 10, 0 R I, D
4 RESOURCE_LN_NO Resource Line Number Number 10, 0 R I, D
5 RESOURCE_DESC Resource Description Varchar 60 O, D I, D
6 VEND_EMPL_ID Vendor Employee Varchar 12 O
7 GENL_LAB_CAT_CD GLC Varchar 6 O
8 BILL_LAB_CAT_CD PLC Varchar 6 O
9 START_DT Start Date Date 10 O
10 END_DT End Date Date 10 O
11 CITY_NAME City Varchar 25 O
12 STATE_DC State Varchar 15 O
13 POSTAL_CD Postal Code Varchar 10 O
14 COUNTRY_CD Country Varchar 8 O
15 LAB_RT_AMT Rate Number 19, 4 O
16 TRN_LAB_RT_AMT Transaction Rate Number 19, 4 O
17 HRS Hours Number 14, 4 O
18 TRN_AMT Transaction Amount Number 17, 2 O
19 AMT Amount Number 17, 2 O
20 APPRVL_STATUS Approval Status Varchar 1 O
21 INACTIVE_DT Inactive Date Date 10 O
22 REJ_REASON Rejection Reason CLOB O
23 MGR_EMPL_ID Manager Employee Varchar 12 O

WA_CHG_LN_SCISAP.CSV: Manage Work Assignments - Security Reqts subtask of the Charges subtask

Column No Column Name Field Name Data Type Data Length Required / Optional / Derived Required In Input File (I) or Default Project (D) Contents
1 WA_ID Work Assignment ID Varchar 30 R, D I
2 DFLT_WA_ID Default Work Assignment ID Varchar 30 O
3 LN_NO Line Number Number 10, 0 R I, D
4 SCISAP_CLR_CD SCI/SAP Security Code Varchar 6 R I, D

WA_HDR_SCISAP.CSV: Manage Work Assignments - Security Reqts subtask

Column No Column Name Field Name Data Type Data Length Required / Optional / Derived Required In Input File (I) or Default Project (D) Contents
1 WA_ID Work Assignment ID Varchar 30 R, D I
2 DFLT_WA_ID Default Work Assignment ID Varchar 30 O
3 SCISAP_CLR_CD SCI/SAP Security Code Varchar 6 R I, D From SCISAP_CLR table

WA_PO_LN_CHG.CSV: Manage Work Assignments - Line Charges subtask of the PO Info subtask

Column No Column Name Field Name Data Type Data Length Required / Optional / Derived Required In Input File (I) or Default Project (D) Contents
1 WA_ID Work Assignment ID Varchar 30 R, D I
2 DFLT_WA_ID Default Work Assignment ID Varchar 30 O
3 LN_CHG_TYPE Line Charge Type Varchar 6 O, D I, D
4 LN_CHG_DESC Line Charge Description Varchar 30 O, D I, D
5 CHG_CST_AMT Line Charge Cost Amount Number 17, 2 O, D I, D
6 TRN_CHG_CST_AMT Transaction Line Charge Cost Amount Number 17, 2 O, D I, D
7 SALES_TAX_AMT Sales Tax Amount Number 17, 2 O, D I, D
8 TRN_SALES_TAX_AMT Transaction Sales Tax Amount Number 17, 2 O, D I, D
9 TOT_AMT Total Amount Number 17, 2 O, D I, D
10 TRN_TOT_AMT Transaction Total Amount Number 17, 2 O, D I, D
11 APPLY_DISC_FL Apply Discount Flag Varchar 1 O, D I, D Y, N
12 CHG_PR_VCH_AMT Previous Voucher Line Charge Amount Number 17, 2 O, D I, D
13 TRN_CHG_PR_VCH_AMT Transaction Previous Voucher Line Charge Amount Number 17, 2 O, D I, D

WA_ROLES.CSV: Manage Work Assignments - Roles subtask

Column No Column Name Field Name Data Type Data Length Required / Optional / Derived Required In Input File (I) or Default Project (D) Contents
1 WA_ID Work Assignment ID Varchar 30 R, D I
2 DFLT_WA_ID Default Work Assignment ID Varchar 30 O
3 ROLE_CD Role Code Varchar 15 R I, D
4 VEND_EMPL_ID Vendor Employee ID Varchar 12 R I, D
5 EMPL_ID Employee ID Varchar 12 O